Business & Finance :: Business Management
Gain insight and control over every business activity in a fast and easy way. Use a leading innovative software solution bringing together 5 professional solutions to store and share your company's knowledge. InteliDOC is a complete solution that will introduce transparency, traceability and control to your business. Suddenly, accessing a document, an event, or a task becomes fast and easy. You are only a click away from the information you need. InteliDOC delivers a transparent and complete view of all business issues. Enhance your productivity and control by implementing one single system covering all the key areas: information on issues, their status, important dates, documents, events, tasks, contacts - all in one organised place. PUT THE IMPORTANT ISSUES FIRST Automatic notices alarm you of issues requiring your attention. The notices include links providing a user with immediate access to all the relevant documents, events and tasks. Even the users who are not up-to-date on the issue can use these links for immediate access to all important issues and documents. TAKE CONTROL OF YOUR ISSUES The document and workflow management system lets you keep track of workflow from the very beginning ? from receiving a document via mail (incoming mail, electronic data exchange) ? through internal processing of the issue, to production of outgoing documents, their assembly and tracking. This way an individual issue is recorded as a whole, not only with attributes, and is stored completely in the electronic form (scanned documents, saved working documents, other supplemental data). MICROSOFT OFFICE AND PDF FORMAT SUPPORT The solution is integrated with the Microsoft Office package. Documents can be produced in the favourite text editor - only now they are orderly stored. Transfer of data from the records to the MS documents is automatic. All captured documents (scanning) are saved in the PDF format so they are easily accessible and can also be forwarded to a client or printed on a paper. WORK IN THE FIELD OR FROM HOME You can arm your team members in the field with the most up to date tool to support activities like sales, meetings, or arrangements. Do you want to continue your work from home, without transferring documents to your notebook? No problem, you can continue your work at home exactly from the point where you have finished in the office. SIMPLE AND EFFICIENT USER INTERFACE The efficient and intelligently designed user interface provides oversight and a view of the work process. Access to documents, notes, calendar, and other information is unbelievably easy and fast. Predefined views cover all workflows, but you can also use the 'Search' function, which will immediately search for a document by full text (FullText search technology). Operational Business Intelligence Any piece of information must be accessible at the moment required – this gives you a competitive edge. Case Management • Case classification • Assigning the team • Teamwork • Oversight of documents, events, tasks • Tracking changes • Controlling workflow Document Management • InPlace Edit technology • Documents always centrally stored • Secure access to documents • MS Office and OpenOffice.org support • Templates Document Capture – Imaging • Direct scan to PDF format • Predefined forms with metadata to supplement the captured document (invoice, letter...) • Simple interface Built-In Views • By Clients • By Issue Category • By Team • By Owners • By Status • By Date Shared Calendar • Group and personal notifications • Calendars - shared and personal • Tasks • Notes 5 Systems in 1 • CRM • DMS • Imaging • CTI • Email
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